Alexander Beard (usa) INC.
Assets Under Management
$39.9M
Number of Clients
67
Number of Advisors
2
Average Client AUM
$596K
AUM per Advisor
$20.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alexander Beard (USA) Inc. offers pension consulting for UK pension account holders residing in the US, portfolio management services (discretionary and non-discretionary), and consulting services for US qualified retirement plans. Investment advice is tailored to client needs and objectives. They may recommend sub-advisors.
Fee Structure
Pension consulting services are offered for a negotiable fixed fee starting at $2,500. Portfolio management fees are up to 1.00% annually, based on assets under management. Consulting services are offered at a negotiable hourly rate of up to $400. Fees are negotiable based on assets, investments, and complexity. A minimum of $100,000 is generally required to establish an advisory relationship, but this may be waived.
Areas of Practice
Location
14-15 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY